Beckerman Institutional, LLC

CIK

2043468

Location

OCEAN GROVE, NJ

Portfolio Value

Small $210,167,501

Diversification

Diversified

Filing Date

Global Rank

#6,360 / 8,795 ▼ 84 · as of Jun 2026

Top Industry

Insurance - Diversified 33.7%

Period ended 3 months ago

Filed Aug 11, 2026 · 57d

8 quarters · since Sep 2024

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

78 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

15.2%

−1.7 pts

Top 5

45.2%

−0.4 pts

Top 10

64.4%

+1.8 pts

HHI

590

Diversified−13

Portfolio Trend

8 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	75.9%	$159,487,852	42
Financial Services	13.9%	$29,299,719	17
Communication Services	4.9%	$10,193,320	2
Technology	3.3%	$6,953,740	8
Consumer Defensive	0.9%	$1,856,567	4
Healthcare	0.8%	$1,774,257	4
Consumer Cyclical	0.3%	$602,046	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VB	Vanguard Morningstar Small-Cap ETF	+41,715	66,741	$8,432,423
DCOR	Dimensional US Core Equity 1 ETF	+38,477	696,164	$31,875,828
RGT	Royce Global Trust, Inc.	+20,148	43,001	$611,904
BILZ	PIMCO Ultra Short Government Active ETF	+14,982	172,701	$12,063,476
CAPE	DoubleLine Shiller CAPE U.S. Equities ETF	+13,305	235,558	$10,739,324
VBIL	Vanguard 0-3 Month Treasury Bill ETF	+10,070	57,635	$4,361,816
FNDA	Schwab Fundamental U.S. Small Company ETF	+9,119	332,227	$10,457,321
CGNG	Capital Group New Geography Equity ETF	+8,780	29,101	$1,090,123
FBCG	Fidelity Blue Chip Growth ETF	+8,529	140,584	$6,986,633
ACLO	TCW AAA CLO ETF	+7,888	146,067	$5,727,287
BUYZ	Franklin Disruptive Commerce ETF	+7,807	23,942	$794,674
—		+5,789	26,187	$1,510,204
PFE	Pfizer Inc	+5,607	20,024	$482,177
EDV	Vanguard World Funds Extended Duration ETF	+5,405	9,885	$1,420,296
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+3,823	92,145	$4,503,899
BCLO	iShares BBB-B CLO Active ETF	+2,630	51,301	$2,685,094
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+2,027	218,167	$23,128,217
BKF	iShares MSCI BIC ETF	+1,730	38,650	$3,953,895
JPM	Jpmorgan Chase & Co	+1,533	45,257	$2,556,569
AGGH	Simplify Aggregate Bond ETF	+800	65,670	$3,222,426
BRK-B	Berkshire Hathaway Inc	+791	34,166	$17,096,324
IVZ	Invesco Ltd.	+426	11,456	$374,152
IAUM	iShares Gold Trust Micro	+299	10,342	$413,783
MSFT	Microsoft Corp	+117	3,368	$1,256,331
TY	TRI-CONTINENTAL Corp	+42	40,036	$1,378,039
No positions match the current search.

Trimmed

Positions the filer reduced

18 positions

Ticker	Company	Δ Shares	Shares	Value
GLDM	World Gold Trust	−2,982	48,362	$3,840,910
—		−1,737	63,195	$4,089,348
ABI	VictoryShares Pioneer Asset-Based Income ETF	−1,611	8,425	$455,202
BCV	Bancroft Fund Ltd	−1,031	72,888	$1,894,359
BAB	Invesco Taxable Municipal Bond ETF	−990	16,354	$735,602
ECAT	BlackRock ESG Capital Allocation Term Trust	−490	34,099	$536,036
NFJ	Virtus Dividend, Interest & Premium Strategy Fund	−484	54,945	$834,614
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	−412	27,879	$1,371,089
AFK	VanEck Africa Index ETF	−246	6,773	$704,121
IAU	Ishares Gold Trust	−208	8,431	$636,624
GGZ	Gabelli Global Small & Mid Cap Value Trust	−208	57,321	$933,185
ONEQ	Fidelity Nasdaq Composite Index ETF	−112	23,722	$2,448,584
BAC	Bank Of America Corp /De/	−99	10,767	$613,503
WMT	Walmart Inc.	−45	2,753	$311,804
GOOGL	Alphabet Inc.	−37	24,554	$8,769,323
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	−31	16,195	$639,216
ISRG	Intuitive Surgical Inc	−20	564	$224,291
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−15	28,580	$2,782,491
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
NVDA	Nvidia Corp	7,509	$1,502,475
AMD	Advanced Micro Devices Inc	734	$426,387
DELL	Dell Technologies Inc.	515	$222,201
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
FDX	Fedex Corp	615	$219,050
T	At&T Inc.	7,298	$211,569
NFLX	Netflix Inc	2,180	$209,607
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

78 tracked positions · $210,167,501 total · filing declares 124 positions · $210,165,069 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Technology

Showing 1–50 of 78 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DCOR	Dimensional US Core Equity 1 ETF	Added	696,164	+38,477	$31,875,828	+15.1%	15.17%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	218,167	+2,027	$23,128,217	—	11.00%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	34,166	+791	$17,096,324	+6.9%	8.13%
BILZ	PIMCO Ultra Short Government Active ETF	Added	172,701	+14,982	$12,063,476	+11.7%	5.74%
CAPE	DoubleLine Shiller CAPE U.S. Equities ETF	Added	235,558	+13,305	$10,739,324	+5.5%	5.11%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	332,227	+9,119	$10,457,321	+5.8%	4.98%
GOOGL	Alphabet Inc. Communication Services	Reduced	24,554	-37	$8,769,323	+24.0%	4.17%
VB	Vanguard Morningstar Small-Cap ETF	Added	66,741	+41,715	$8,432,423	+88.1%	4.01%
FBCG	Fidelity Blue Chip Growth ETF	Added	140,584	+8,529	$6,986,633	+12.8%	3.32%
ACLO	TCW AAA CLO ETF	Added	146,067	+7,888	$5,727,287	+5.5%	2.73%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Added	92,145	+3,823	$4,503,899	+3.9%	2.14%
VBIL	Vanguard 0-3 Month Treasury Bill ETF	Added	57,635	+10,070	$4,361,816	+21.2%	2.08%
		Reduced	63,195	-1,737	$4,089,348	+4.8%	1.95%
BKF	iShares MSCI BIC ETF	Added	38,650	+1,730	$3,953,895	+36.1%	1.88%
GLDM	World Gold Trust	Reduced	48,362	-2,982	$3,840,910	−19.3%	1.83%
AGGH	Simplify Aggregate Bond ETF	Added	65,670	+800	$3,222,426	+0.4%	1.53%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	28,580	-15	$2,782,491	+14.4%	1.32%
BCLO	iShares BBB-B CLO Active ETF	Added	51,301	+2,630	$2,685,094	+6.2%	1.28%
JPM	Jpmorgan Chase & Co Financial Services	Added	45,257	+1,533	$2,556,569	+6.8%	1.22%
ONEQ	Fidelity Nasdaq Composite Index ETF	Reduced	23,722	-112	$2,448,584	+21.0%	1.17%
AAPL	Apple Inc. Technology	Held	6,972	0	$2,017,417	+14.0%	0.96%
BCV	Bancroft Fund Ltd Financial Services	Reduced	72,888	-1,031	$1,894,359	+19.0%	0.90%
AAAD	PGIM AAA CLO Aggregate Duration ETF	Held	34,314	0	$1,700,258	+0.1%	0.81%
		Added	26,187	+5,789	$1,510,204	+53.2%	0.72%
NVDA	Nvidia Corp Technology	NEW	7,509	NEW	$1,502,475	NEW	0.71%
META	Meta Platforms, Inc. Communication Services	Added	2,528	+24	$1,423,997	−0.6%	0.68%
EDV	Vanguard World Funds Extended Duration ETF	Added	9,885	+5,405	$1,420,296	+93.5%	0.68%
TY	TRI-CONTINENTAL Corp Financial Services	Added	40,036	+42	$1,378,039	+9.1%	0.66%
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	Reduced	27,879	-412	$1,371,089	+20.9%	0.65%
MSFT	Microsoft Corp Technology	Added	3,368	+117	$1,256,331	+4.4%	0.60%
CGNG	Capital Group New Geography Equity ETF	Added	29,101	+8,780	$1,090,123	+69.9%	0.52%
VEA	Vanguard FTSE Developed Markets ETF	Held	14,748	0	$1,050,795	+11.2%	0.50%
VIG	Vanguard Dividend Appreciation ETF	Held	6,681	0	$1,007,621	+9.5%	0.48%
GGZ	Gabelli Global Small & Mid Cap Value Trust Financial Services	Reduced	57,321	-208	$933,185	+8.0%	0.44%
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	Held	16,654	0	$836,530	+0.6%	0.40%
NFJ	Virtus Dividend, Interest & Premium Strategy Fund Financial Services	Reduced	54,945	-484	$834,614	+19.4%	0.40%
BUYZ	Franklin Disruptive Commerce ETF	Added	23,942	+7,807	$794,674	+41.7%	0.38%
VEU	Vanguard FTSE All-World Ex-US ETF	Held	5,139	0	$792,896	+5.8%	0.38%
BAB	Invesco Taxable Municipal Bond ETF	Reduced	16,354	-990	$735,602	−2.2%	0.35%
MU	Micron Technology Inc Technology	Held	614	0	$708,734	+241.7%	0.34%
AFK	VanEck Africa Index ETF	Reduced	6,773	-246	$704,121	+3.7%	0.34%
PM	Philip Morris International Inc. Consumer Defensive	Held	3,809	0	$689,086	+9.4%	0.33%
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	Reduced	16,195	-31	$639,216	−0.8%	0.30%
IAU	Ishares Gold Trust	Reduced	8,431	-208	$636,624	−16.4%	0.30%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	10,767	-99	$613,503	+15.8%	0.29%
RGT	Royce Global Trust, Inc. Financial Services	Added	43,001	+20,148	$611,904	+100.4%	0.29%
AMZN	Amazon Com Inc Consumer Cyclical	Held	2,526	0	$602,046	+14.4%	0.29%
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	Held	12,500	0	$571,250	+6.0%	0.27%
JNJ	Johnson & Johnson Healthcare	Held	2,195	0	$557,464	+3.9%	0.27%
PNI	Pimco New York Municipal Income Fund II Financial Services	Held	75,711	0	$536,790	+3.5%	0.26%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.